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RETSX vs VTSMX
RETSX vs VTSMX Comparison
Open Charts RETSX vs VTSMX
Russell Inv Tax-Managed US Large Cap S
Price$85.50
Change-$1.27 (-1.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
RETSX vs VTSMX Comparison Chart
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RETSX vs. VTSMX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RETSX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. RETSX (9.69B). VTSMX pays higher dividends than RETSX: VTSMX (1.26) vs RETSX (0.49). RETSX was incepted earlier than VTSMX: RETSX (28 years) vs VTSMX (33 years). RETSX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). RETSX has a lower initial minimum investment than VTSMX: RETSX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. RETSX (28.63). VTSMX (83.72) and RETSX (82.86) have equivalent 5 years return.
| RETSX | VTSMX | RETSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 21.328 | 22.392 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.69B | 1.73T | 1% |
| Annual Yield % from dividends | 0.49 | 1.26 | 39% |
| Returns for 1 year | 28.63 | 30.52 | 94% |
| Returns for 3 years | 21.78 | 19.91 | 109% |
| Returns for 5 years | 82.86 | 83.72 | 99% |
| Returns for 10 years | 162.65 | 186.07 | 87% |